See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,086 | $63,346-68.3% | $92,233-78.2% | $70,131-71.4% |
| Participation rate | 73.5% | 68.7%+4.9pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 14.07% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $947 | $2,854-66.8% | $3,897-75.7% | $3,332-71.6% |
| Admin fee / account holder | $300 | $3,840-92.2% | $5,194-94.2% | $4,645-93.5% |